|
1951
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$169M
|
–
|
–
|
|
|
30
|
|
|
|
1952
|
Progeny 3 Inc
Kirkland,
Washington
|
$169M
|
–
|
–
|
|
|
34
|
|
|
|
1953
|
Underhill Investment Management
Greenbrae,
California
|
$169M
|
–
|
–
|
|
|
21
|
|
|
|
1954
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$169M
|
–
|
–
|
|
|
87
|
|
|
|
1955
|
Kendall Square Capital
San Francisco,
California
|
$169M
|
–
|
–
|
|
|
41
|
|
|
|
1956
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$169M
|
–
|
–
|
|
|
86
|
|
|
|
1957
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$169M
|
–
|
–
|
|
|
6
|
|
|
|
1958
|
Northwestern Mutual Life Insurance Company
Milwaukee,
Wisconsin
|
$169M
|
–
|
–
|
|
|
80
|
|
|
|
1959
|
Cannell Capital
Alta,
Wyoming
|
$169M
|
–
|
–
|
|
|
69
|
|
|
|
1960
|
La Francaise Forum Securities
Old Greenwich,
Connecticut
|
$169M
|
–
|
–
|
|
|
48
|
|
|
|
1961
|
First New York Securities
New York
|
$169M
|
–
|
–
|
|
|
334
|
|
|
|
1962
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$169M
|
–
|
–
|
|
|
132
|
|
|
|
1963
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$168M
|
–
|
–
|
|
|
139
|
|
|
|
1964
|
Community Financial Services Group
Newport,
Vermont
|
$168M
|
–
|
–
|
|
|
235
|
|
|
|
1965
|
Vermillion Asset Management
New York
|
$168M
|
–
|
–
|
|
|
49
|
|
|
|
1966
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$168M
|
–
|
–
|
|
|
145
|
|
|
|
1967
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$167M
|
–
|
–
|
|
|
28
|
|
|
|
1968
|
Gateway Advisory
Westfield,
New Jersey
|
$167M
|
–
|
–
|
|
|
32
|
|
|
|
1969
|
CTC Alternative Strategies
Chicago,
Illinois
|
$167M
|
–
|
–
|
|
|
189
|
|
|
|
1970
|
|
$167M
|
–
|
–
|
|
|
89
|
|
|
|
1971
|
Segment Wealth Management
Houston,
Texas
|
$167M
|
–
|
–
|
|
|
148
|
|
|
|
1972
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$167M
|
–
|
–
|
|
|
155
|
|
|
|
1973
|
Windsor Capital Management
Phoenix,
Arizona
|
$167M
|
–
|
–
|
|
|
389
|
|
|
|
1974
|
NFC Investments
Memphis,
Tennessee
|
$167M
|
–
|
–
|
|
|
39
|
|
|
|
1975
|
Lattice Strategies
Wayne,
Pennsylvania
|
$167M
|
–
|
–
|
|
|
97
|
|
|